Fortune Financial Advisors, LLC Vanguard Transaction History
Fortune Financial Advisors, LLC
- $116 Billion
- Q1 2025
A detailed history of Fortune Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 76,084 shares of VGSH stock, worth $4.49 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
76,084
Previous 74,358
2.32%
Holding current value
$4.49 Million
Previous $4.33 Billion
3.22%
% of portfolio
3.85%
Previous 3.93%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
1,014Shares Held
265MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.22 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Horizon Financial Services, LLC11MShares$647 Million4.32% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$420 Million0.04% of portfolio